Investment Associate

Aimee Willow Connex Ltd; Leeds; On-site; GBP 30,000 - 45,000; Full time

Job summary

A leading financial service provider is looking for a motivated individual to support their Debt team in Leeds. The role involves supporting investment processes, identifying suitable loans, and building strong relationships with clients. The ideal candidate should have a lending background, excellent analytical skills, and be a confident communicator. A valid UK driving licence and mobility are essential. Competitive perks and benefits are offered alongside a base salary.

Benefits

Broad range of perks and benefits

Qualifications

• Ideally from a lending and/or regulatory background.
• Ability to multi-task and self-start.
• Strong level of judgment required.

Responsibilities

• Support completion of investments including documentation and due diligence.
• Identify and appraise suitable investment loans.
• Build relationships and promote the fund.
• Ensure service standards and regulatory compliance.
• Prepare reports for stakeholders.
• Support post-investment monitoring.

Skills

Analytical skills

Commercial awareness

Self-starter

Networker

Team player

Effective communication

Tools

CRM systems/databases

Microsoft Office

Job description

The Role

This is a fantastic opportunity to join a northern based Debt team. You'll be supporting the team with investing into businesses from our Debt Fund, in the Yorkshire and Humber region.

This is a values-based organisation built around being Growth Focused, Trusted, Connected, Responsive and Responsible/Respectful. We work hard to create a workplace which accepts every person's differences, and our culture is strong and inclusive.. We believe that creating an environment where you can be your best at work makes us stronger.

We know from research that you may not be tempted to apply for a role if you don't meet all of the experience requirements, but if you can demonstrate that you have transferable skills for this role, then we welcome your application.

You would be expected to be fully mobile and travel to other offices and investee companies as required.

The Responsibilities

• Supporting with the completion of investments including preparation of investment documentation, management of the due diligence process, AML documentation and coordination of the legal agreements.
• Initially with support if needed, you will be identifying, selecting and appraising suitable investment loans, to achieve annual investment targets for the fund.
• You would be supported in undertaking business development activities and self-generating proposals, building new relationships and actively promoting the fund.
• Ensuring that service level standards and turnaround times are always met.
• Ensuring that regulatory and customer requirements are always complied with.
• Preparing internal and external reports to key stakeholders.
• Supporting the post-investment monitoring of investments.

The Requirements

• Ideally you will be from a lending and/or regulatory background.
• While there will be support from the team to get up to speed, you'll be a self-starter, with the ability to multi-task.
• You'll be commercially aware and able to demonstrate a sound level of judgment.
• You'll have strong analytical skills, with a high level of financial awareness.
• An effective networker, you'll be able to build good relationships with our investees, clients and contacts.
• Being a good team player goes without saying here!
• You'll need to be a confident communicator both verbally and in your written work.
• Given the nature of this role, we are looking for you to be fully mobile and in possession of a valid UK Driving Licence.
• A good working knowledge of CRM systems/databases and Microsoft Office products is helpful.

The Benefits

In addition to base salary, they are offering a broad and exciting range of perks and benefits